This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Tuesday, June 17, 2014
Howard Marks on CNBC
Howard Marks was recently on CNBC sharing his opinion on the markets and his investment strategy. He doesnt think we are close to bubble levels. He thinks we are no where near where we were in 2000. He is not a raving bull on the U.S. economy but thinks it could catch.